As part of their overall intermediary oversight program, each mutual fund company needs a systematic method for managing intermediary compensation.

CompenSight is a comprehensive intermediary compensation management program for mutual fund companies.

The outsourced CompenSight service:

• Manages contracts that define intermediary compensation
• Manages payment allocation policies
• Provides independent validation that payment requests conform to contracts
• Allocates payments according to policies
• Simplifies operations
• Makes compensation analytics data accessible for decision makers and industry surveys

Example compensation categories managed via CompenSight include:

• Investor servicing and record keeping expenses (Sub transfer agency, service, administration)
• Marketing and distribution expenses (12b1 fees)
• Intermediary incentives (Revenue Sharing)

CompenSight is easy to use, conforms to your intermediaries existing business process, gives you peace of mind that payments are handled correctly, and gives your executives and directors customized, data driven oversight into your fund complex intermediary compensation.

Interested in learning more?  Contact us today, or come visit us at

Vendor booth # 711.  Look for us!